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Nuveen Lifecycle 2015 Retirement TCLIX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 12.42  /  +0.65 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Target-Date 2015
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.48%
  • Turnover 18%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis TCLIX

Will TCLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TCLIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the TCLIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of TCLIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This target-date series is unique but not outstanding.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Sufficient resources support a team that plies a reasonable allocation process at the Nuveen Lifecycle target-date series.

by Mahi Roy
Rated on Published on

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Portfolio Holdings TCLIX

More TCLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 77.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nuveen Core Bond W

20.77 240.8 Mil
—

Nuveen Core Plus Bond W

12.88 149.3 Mil
—

Nuveen Short Term Bond W

9.52 110.4 Mil
—

Nuveen Inflation Link Bd W

9.51 110.3 Mil
—

Nuveen International Eq W

5.48 63.5 Mil
—

Nuveen Growth Opportunities ETF

4.29 49.7 Mil
—

Nuveen Large Cap Growth W

4.18 48.5 Mil
—

Tiaa Cref Real Property Fnd Lp

4.18 48.4 Mil
—

Nuveen Core Equity W

3.53 40.9 Mil
—

Nuveen Dividend Growth R6

3.52 40.8 Mil
—